44 Wealth Management’s Caterpillar CAT Stock Holding History

44 Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$944K	Sell	1,332 -5	-0.4%	-$3.46K	0.33%	106
2025 Q4	$766K	Sell	1,337 -29	-2%	-$16.1K	0.26%	113
2025 Q3	$652K	Sell	1,366 -4,627	-77%	-$1.98M	0.22%	124
2025 Q2	$2.33M	Sell	5,993 -364	-6%	-$121K	0.82%	33
2025 Q1	$2.1M	Sell	6,357 -151	-2%	-$53.8K	0.79%	35
2024 Q4	$2.36M	Sell	6,508 -526	-7%	-$204K	0.91%	31
2024 Q3	$2.71M	Buy	+7,034	New	+$2.43M	0.95%	26
2023 Q2	$2.34M	Buy	9,498 +6,070	+177%	+$1.35M	0.8%	40
2023 Q1	$784K	Buy	3,428 +64	+2%	+$15.5K	0.27%	81
2022 Q4	$806K	Sell	3,364 -156	-4%	-$34K	0.28%	85
2022 Q3	$578K	Buy	3,520 +86	+3%	+$15.7K	0.24%	94
2022 Q2	$614K	Sell	3,434 -409	-11%	-$86.2K	0.24%	90
2022 Q1	$856K	Buy	3,843 +38	+1%	+$7.97K	0.31%	88
2021 Q4	$787K	Sell	3,805 -92	-2%	-$18.5K	0.27%	84
2021 Q3	$748K	Buy	3,897 +997	+34%	+$208K	0.29%	83
2021 Q2	$631K	Buy	2,900 +1,050	+57%	+$243K	0.24%	93
2021 Q1	$429K	Sell	1,850 -239	-11%	-$49.5K	0.18%	111
2020 Q4	$380K	Buy	+2,089	New	+$354K	0.17%	109

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

44 Wealth Management's CAT Position: Q1 2026 in Review

44 Wealth Management reduced its Caterpillar (CAT) stake by 0.37% in Q1 2026, selling an estimated $3.46K and leaving 1,332 shares worth $944K. The position accounts for 0.33% of the portfolio, ranked #106.

44 Wealth Management first reported a position in CAT in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.71M in Q3 2024. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

44 Wealth Management held 1,332 shares of Caterpillar worth $944K as of Q1 2026.
44 Wealth Management sold 5 Caterpillar shares in Q1 2026, an estimated $3.46K.
Caterpillar made up 0.33% of 44 Wealth Management's portfolio in Q1 2026, its #106 holding.
44 Wealth Management first reported a position in Caterpillar in Q4 2020 and has held it in 18 quarters since.
44 Wealth Management's Caterpillar position peaked at $2.71M in Q3 2024.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.